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Portfolio Diversification
Range
Most Diversified
21 instruments
March 9, 2023
Least Diversified
0 instruments
April 4, 2026
Average
19.4 instruments
Most Consistent Holdings
Top 5
MCD99.6%
LHA.DE99.6%
MMM99.52%
NKE99.52%
BABA99.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 BMW (BMW.DE) | 30.36% | 12.09% | 99.36% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 22.63% | 34.39% | 99.52% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 4.94% | 5.73% | 88.24% | - |
 Alphabet (GOOG) | 3.26% | 5.52% | 99.44% | - |
| Lufthansa (LHA.DE) | 3.11% | 3.42% | 99.6% | - |
 Chevron (CVX.US) | 3.01% | 3.22% | 94.2% | - |
 Porsche (P911.DE) | 2.61% | 1.58% | 94.36% | - |
 Berkshire Hathaway (BRK.B) | 2.34% | 2.53% | 94.36% | - |
| 3M (MMM) | 2.05% | 2.43% | 99.52% | - |
 Mercedes-Benz (MBG.DE) | 1.98% | 0% | 62.27% | 3/5/2025 |
 Coca-Cola (KO) | 1.88% | 2.17% | 94.2% | - |
 Rio Tinto (RIO) | 1.78% | 2.4% | 99.44% | - |
| Nike (NKE) | 1.63% | 0.75% | 99.52% | - |
 Munich Re (MUV2.DE) | 1.46% | 1.39% | 99.52% | - |
| McDonald's (MCD) | 1.11% | 0.94% | 99.6% | - |
 Deutsche Post (DHL.DE) | 0.96% | 1.1% | 99.36% | - |
 Deutsche Telekom (DTE.DE) | 0.94% | 0.87% | 99.52% | - |
 Nestle (NESN.ZU) | 0.91% | 0% | 32.33% | 7/26/2024 |
 BlackRock (BLK) | 0.9% | 0.96% | 99.36% | - |
| Alibaba (BABA) | 0.7% | 0.63% | 99.52% | - |
| 0.47% | 0% | 5.08% | 3/7/2023 | |
 Lordfoofoo | 0.25% | 0% | 8.02% | 5/24/2023 |
 Solventum (SOLV) | 0.18% | 0.28% | 63.7% | - |
 Deutsche Wohnen (DWNI.DE) | 0.08% | 0% | 10.48% | 5/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 27.13% | 30.84% |
| BMW (BMW.DE) | 16.02% | 17.36% |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 5.39% | 5.3% |
| Alphabet (GOOG) | 2.45% | 4.98% |
| Lufthansa (LHA.DE) | 3.27% | 3.11% |
| Chevron (CVX.US) | 3.6% | 2.77% |
| Berkshire Hathaway (BRK.B) | 1.96% | 2.57% |
| 3M (MMM) | 2.29% | 2.4% |
| Rio Tinto (RIO) | 1.96% | 1.92% |
| Coca-Cola (KO) | 1.96% | 1.89% |
| Munich Re (MUV2.DE) | 0.82% | 1.66% |
| Porsche (P911.DE) | 5.23% | 1.4% |
| Nike (NKE) | 2.78% | 1.09% |
| McDonald's (MCD) | 0.98% | 1.05% |
| BlackRock (BLK) | 0.82% | 0.98% |
| Deutsche Post (DHL.DE) | 1.14% | 0.98% |
| Deutsche Telekom (DTE.DE) | 0.65% | 0.92% |
| Alibaba (BABA) | 0.82% | 0.87% |
| Solventum (SOLV) | 0% | 0.3% |
Cash & Instruments Over Time
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